T & D Montana Wealth Management

damon ladd-thomas wealth management -is different because we are "goal oriented" with our approach to managing wealth. if you do not have a destination or goal in mind, your current financial map may be flawed with risk and budget "potholes". we can help you navigate your goals and design a plan for a beach house, comfortable retirement, mountain home, college education, or charitable giving trust. we can also help you develop a comprehensive plan to increase the value of your business so you can strategically exit the business owner world with the most net dollars for your lifetime of work. we are an independent wealth management firm for individuals and business owners that are serious about retirement. we are not a single label or captive agent sales team. our freedom and independence lets us focus on your needs. goals and risks are managed first, without particular products in mind. if you want a real advisor and not a product sales person, come have a cup of coffee with us. we are